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Jonas Vance

Strategic Advisers LLC

Covington, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-09-08
TX RA APPROVED 2025-09-08
  • KY RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Covington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Desales High School Ky KY 08/2014 05/2018
Divisions Maintenance Group Oh OH 10/2022 04/2023
Regadget Ky KY 11/2019 12/2020
Kings Hammer Soccer Club Ky KY 02/2022 03/2024
Fidelity Investments Covington KY 03/2024 Present
Atlas Sidings And Windows Ky KY 06/2017 08/2019
Icon Commerce Ky KY 05/2022 08/2022
Thomas More University Ky KY 05/2018 12/2022
  • 08/2014 → 05/2018
    Desales High School
    Ky, KY
  • 10/2022 → 04/2023
    Divisions Maintenance Group
    Oh, OH
  • 11/2019 → 12/2020
    Regadget
    Ky, KY
  • 02/2022 → 03/2024
    Kings Hammer Soccer Club
    Ky, KY
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2017 → 08/2019
    Atlas Sidings And Windows
    Ky, KY
  • 05/2022 → 08/2022
    Icon Commerce
    Ky, KY
  • 05/2018 → 12/2022
    Thomas More University
    Ky, KY
Other Businesses

OBA-107883|OrgNmn:Kings Hammer Soccer Club|Org Addr:Covington,Kentucky,US|OBA Nature:ENCOURAGE. INSPIRE. EMPOWER. W|Invst Rel:N|Title:Independent Contractor|Duties:Run, Schedule, Organize training/practices/games for assigned team.|StrtDt:03-01-22|TotHrs/mon:24|TrdHrs/mon:0|OBA-107961|OrgNmn:Professional Disc Golf Association|Org Addr:Appling,Georgia,US|OBA Nature:This organization governs sanc|Invst Rel:N|Title:Professional|Duties:None|StrtDt:10-01-23|TotHrs/mon:9|TrdHrs/mon:0|OBA-112751|OrgNmn:Founding Fathers Disc Golf Club|Org Addr:Covington,Kentucky,US|OBA Nature:A Disc Golf organization that'|Invst Rel:N|Title:Director|Duties:Organize events. Build online web pages for club. Facilitate entry fees and payouts. |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
S63 Uniform Securities Agent State Law Examination 2024-10-15
  • S66 Uniform Combined State Law Examination
    2025-09-04
  • S63 Uniform Securities Agent State Law Examination
    2024-10-15

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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